August 19, 2023

Market Roundup: Covering August 14 – 18, 2023; Case Study: Nonqualified Deferred Compensation Plans; Q&A Time: Roth IRAs, BioNTech, and Valero Energy

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August 12, 2023

Market Roundup: Covering August 7 – August 11, 2023; Case Study: Qualified Terminal Interest Property Trusts; Q&A Time: PENN Entertainment, Barstool, and ESPN

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June 17, 2023

Market Roundup: Covering June 12 – June 16, 2023; Case Study: Secure Act 2.0 provisions for education expenses; Q&A Time: Should we worry about the market breadth?

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April 22, 2023

Market Roundup: Covering April 17 – April 21, 2023; Case Study: Pay Attention to FDIC Limits; Q&A Time: Bank of America and UBS Group

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February 18, 2023

Market Roundup: Covering Feb 13 – Feb. 17, 2023; Case Study: Planning Using SECURE Act Rules; Q&A Time: Interest from TIPS funds and Shrinkflation

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September 24, 2022

Market Roundup: Covering Sept. 19 – Sept. 23, 2022; Case Study: Retirement in a Recession; Q&A Time: How will Europe’s skyrocketing energy costs affect us?

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